First Capital Advisors Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $23K | Buy |
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|
2018
Q4 | $999K | Hold |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.09M | Hold |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.12M | Sell |
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|
2017
Q3 | $1.06M | Hold |
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|
2017
Q2 | $1.02M | Buy |
|